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Sponsor portfolio

UNITED BANK OF MICHIGAN

EIN 38-1151910-financial services-Latest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$203K premiums
Participants
359
900 EAST PARIS AVENUE SE - GRAND RAPIDS, MI 49546616-559-7000unitedbank4u.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$22.7M - 228 part#515Mixed-$203K - 245 lives

Benefits portfolio analytics

1 plan / $203K premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$96K
  • Short-term disability$96K
  • Long-term disability$96K
  • Other$96K
  • Dental$93K
  • Vision$14K
Total $203K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY47%
  • DELTA DENTAL OF CALIFORNIA46%
  • EYEMED VISION CARE7%
Total $203K3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ADVANTAGE BENEFITS GROUP91%
  • A H JOHNSON AGENCY7%
  • KURT B. SWARDENSKI2%
Total $19K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNITED BANK OF MICHIGAN SAVINGS PLAN

401k

Assets$22.7M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

UNITED BANK OF MICHIGAN WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$203K
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNITED BANK OF MICHIGAN SAVINGS PLAN401k$22.7M2282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515UNITED BANK OF MICHIGAN WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$203K2452025
Retirement plans
Welfare plans
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